HEGD
Price
$23.68
Change
+$0.12 (+0.51%)
Updated
Jul 3 closing price
Net Assets
428.41M
HELO
Price
$62.95
Change
+$0.14 (+0.22%)
Updated
Jul 3 closing price
Net Assets
3.27B
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HEGD vs HELO

Header iconHEGD vs HELO Comparison
Open Charts HEGD vs HELOBanner chart's image
Swan Hedged Equity US Large Cap ETF
Price$23.68
Change+$0.12 (+0.51%)
Volume$21.26K
Net Assets428.41M
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$62.95
Change+$0.14 (+0.22%)
Volume$576.15K
Net Assets3.27B
HEGD vs HELO Comparison Chart in %
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEGD vs. HELO commentary
Jul 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEGD is a Hold and HELO is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.27B vs. HEGD (428M). HEGD has a higher annual dividend yield than HELO: HEGD (5.726) vs HELO (1.779). HEGD was incepted earlier than HELO: HEGD (5 years) vs HELO (2 years). HELO (0.50) has a lower expense ratio than HEGD (0.88). HELO has a higher turnover HEGD (17.00) vs HEGD (17.00).
HEGDHELOHEGD / HELO
Gain YTD5.7261.779322%
Net Assets428M3.27B13%
Total Expense Ratio0.880.50176%
Turnover17.0030.0057%
Yield0.410.6761%
Fund Existence5 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDHELO
RSI
ODDS (%)
Bearish Trend 4 days ago
70%
Bearish Trend 4 days ago
50%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
63%
Bearish Trend 4 days ago
43%
Momentum
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
68%
MACD
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
68%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
82%
Advances
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
81%
Declines
ODDS (%)
Bearish Trend 17 days ago
65%
Bearish Trend 19 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
58%
Bearish Trend 4 days ago
60%
Aroon
ODDS (%)
Bullish Trend 4 days ago
79%
Bullish Trend 4 days ago
81%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO and

Correlation & Price change

A.I.dvisor indicates that over the last year, HELO has been closely correlated with ADI. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then ADI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
+0.22%
ADI - HELO
80%
Closely correlated
+0.22%
AXP - HELO
79%
Closely correlated
+0.77%
GS - HELO
78%
Closely correlated
+1.09%
AMZN - HELO
77%
Closely correlated
+1.59%
BX - HELO
77%
Closely correlated
+1.02%
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